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据悉谷歌考虑将TPU部门重组为一个单独的部门
Jin Rong Jie· 2026-02-20 18:36
据报道,谷歌为自家 AI芯片扩大市场寻找方法,考虑将TPU部门重组为一个单独的部门,但还没有相 应的计划;正商谈向初创公司Fluidstack投资约1亿美元,希望放大Fluidstack的增长潜力。 ...
Alphabet Inc.’s (GOOG) Generative AI Capex to Drive Up to $23B in Cloud Revenue, Says UBS
Insider Monkey· 2026-02-20 18:17
When Jeff Bezos said that one breakthrough technology would shape Amazon’s destiny, even Wall Street’s biggest analysts were caught off guard. Fast forward a year and Amazon’s new CEO Andy Jassy described generative AI as a “once-in-a-lifetime” technology that is already being used across Amazon to reinvent customer experiences. At the 8th Future Investment Initiative conference, Elon Musk predicted that by 2040 there would be at least 10 billion humanoid robots, with each priced between $20,000 and $25,000 ...
How This AI Stock Went From Lost Cause to Leading Force
Yahoo Finance· 2026-02-20 17:22
Group 1 - The article discusses the challenges faced by companies that achieve industry leadership, emphasizing the difficulty of maintaining such positions due to emerging competitors and the natural tendency to expand into new areas [2][3] - Alphabet has become a significant player in various sectors, including artificial intelligence, streaming video, autonomous vehicles, and cloud computing, contributing to its overall success [3][4] - The company originated from a research project at Stanford University and quickly established its dominance in the search engine market, leading to its public offering in 2004 [4][5] Group 2 - Following its initial success, Google expanded its market presence by launching services like Gmail, which directly competed with Microsoft, and developed industry-standard mapping software, displacing earlier competitors [5] - The restructuring of the organization into Alphabet allowed for the incorporation of various businesses, including Waymo, which focuses on autonomous vehicle technology [5]
Paul Tudor Jones Is Betting Big on Google Stock. Should You?
Yahoo Finance· 2026-02-20 16:32
Alphabet (GOOG) (GOOGL) is Google's parent company, a tech powerhouse dominating search, advertising, cloud computing, and AI. It runs Google Search (90%+ global share), YouTube (2.5 billion users), Android (3 billion devices), Google Cloud, and moonshots like Waymo self-driving cars and Verily health tech. With AI woven into everything from Search to Workspace, Alphabet powers daily life for billions while innovating in entertainment, maps, and enterprise tools. Created on Oct. 2, 2015, through Google's ...
Stock Of The Day: Will Alphabet Break Its Downtrend?
Benzinga· 2026-02-20 16:22
Shares of Alphabet Inc. (NASDAQ:GOOGL) are moving higher on Friday. There is a chance that this is the beginning of a new uptrend.As you can see on the chart, Alphabet is at a support level. It is also testing its recent downtrend. This is why we have made it our Stock of the Day.Some pundits claim that there are no guarantees in the market. But they are wrong.Markets are always trending. They are always going up, down, or sideways. And whatever the trend is, it will eventually change.If a market is tradin ...
深夜突发,三大指数盘中直线拉升!美国最高法院裁定特朗普政府大规模关税政策违法,美国或需退还1750亿美元!特朗普:判决可耻丨美股开盘
Mei Ri Jing Ji Xin Wen· 2026-02-20 15:57
每经编辑|金冥羽 当地时间2月20日,美股三大指数集体低开,盘中直线拉升翻红。截至发稿,道指涨0.23%,纳指涨0.93%,标普500指数涨0.54%。 大型科技股涨多跌少,谷歌涨3.5%。消息面上,当地时间2月19日,谷歌发布最新基础大模型Gemini 3.1 Pro。相比去年11月发布的Gemini 3 Pro,新模型 推理性能直接翻倍。 纳斯达克中国金龙指数低开高走翻红,现涨0.06%。 黄金、白银大幅波动。 消息面上,据CMG国际时讯,美国联邦最高法院公布裁决结果,认定特朗普政府依据美国《国际紧急经济权力法》实施的相关大规模关税措施缺乏明确 法律授权。 特朗普政府2025年上台后援引美国《国际紧急经济权力法》,以不经过国会批准、直接颁布行政令的方式出台一系列加征关税措施,在美国国内引发一系 列法律诉讼。在美国联邦巡回上诉法院和美国国际贸易法院分别裁定特朗普政府一揽子关税政策违法后,特朗普政府向联邦最高法院提出上诉。 联邦最高法院以6比3的投票结果判定,特朗普推行的大规模全球关税政策违法。 联邦最高法院指出,特朗普援引联邦紧急权力法在全球范围内征收"对等"关税,并加征旨在打击芬太尼走私的针对性进口税,这 ...
Booking Holdings Split: The Catalyst Wall Street Didn’t See Coming
Investing· 2026-02-20 15:06
Market Analysis by covering: Alphabet Inc Class A, Booking Holdings Inc. Read 's Market Analysis on Investing.com ...
Prediction: 2 Stocks That Should Be Worth More Than Nvidia 10 Years From Now
Yahoo Finance· 2026-02-20 14:29
Nvidia (NASDAQ: NVDA) is having a moment you'll see in the next generation's business schools. Its chips have become the backbone of the modern AI boom, and Wall Street has rewarded that dominance with a staggering $4.5 trillion market cap as of Feb. 17, 2026. Now, Nvidia is clearly a great company in the midst of an AI-flavored gold rush. But I'm interested in a long-term perspective today: Which businesses could plausibly have even larger market caps 10 years from now? Will AI create the world's first t ...
Wedbush:陷入AI恐惧后,扭转美股科技股颓势的10大关键消息
智通财经网· 2026-02-20 13:35
3. 甲骨文(ORCL.US)在其关键的 450 亿至 500 亿美元融资中取得了强劲的初步成功。 智通财经APP获悉,Wedbush重点介绍了阻止科技股下滑和人工智能"幽灵交易"带来的不利影响的十大 因素。 由Dan Ives领导的分析师团队表示:"如今,'人工智能威胁到所有行业……软件行业首当其冲,被视为 头号敌人'的说法在市场上甚嚣尘上。人工智能一直是科技和软件行业,尤其是那些对未知事物感到恐 惧的人的通病。对于看涨者来说,这就像是在与幽灵搏斗,而仅今年一年,人工智能的资本支出就接近 7000亿美元……人们担心人工智能初创公司会成为科技行业的噩梦。" 分析师补充说,人工智能技术行业正处于一个不稳定的十字路口,现在是科技领军企业发挥领导作用的 时候了。 Wedbush分析师们列出了他们认为最能推动科技人工智能交易走高的十大科技新闻: 1. OpenAI完成 1000 亿美元的融资,平息了外界的喧嚣。 2. 英伟达(NVDA.US)首席执行官黄仁勋在下周的电话会议上重申人工智能芯片的巨大需求轨迹,并超 过华尔街的预期。英伟达计划于2月25日公布其第四财季业绩。 4.赛富时(CRM.US)公布的收益/业绩指引 ...
谷歌Gemini 3.1 Pro重磅发布:推理能力翻倍,未来AI格局将如何变革?
Sou Hu Cai Jing· 2026-02-20 12:39
CSS START START PRODUCTION OF CO r x 104 t � T s AA r . , , . Career States of Street States of St 0 2 . . . Pake Boo RSUBE A Ca a x State Partis 一 一 一 一 一 一 an as Caf i a .. . . . , 4 d r icos . R 2000 t - 1 谷歌近日正式发布了其最新的人工智能模型——Gemini 3.1 Pro,这一版本的推理能力相比前作翻倍,达到了77.1%的ARC-AGI-2基准得分,标志着谷歌在AI 领域的又一次重大突破。这款模型的推出不仅为开发者和企业用户带来了新的工具,也可能在未来重塑AI技术的竞争格局。 在与其他AI模型的比较中,虽然Gemini 3.1 Pro在推理能力上取得了进展,但Anthropic的Claude Opus 4.6依然在文本能力排行榜上名列前茅,显示出其在推理 和安全性方面的优势。尽管如此,Gemini 3.1 Pro的推出为市场带来了新的竞争动力,未来的AI模型竞争将更加激烈。 展望未来,AI模型的生 ...